Sandy Cove Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.8M | Buy |
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|
2025
Q2 | $29.1M | Sell |
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|
2025
Q1 | $26.6M | Sell |
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|
2024
Q4 | $28M | Buy |
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|
2024
Q3 | $27.4M | Sell |
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|
2024
Q2 | $26.5M | Buy |
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|
2024
Q1 | $24.2M | Buy |
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|
2023
Q4 | $17.2M | Buy |
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|
2023
Q3 | $9.24M | Buy |
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|
2023
Q2 | $7.87M | Buy |
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|
2023
Q1 | $6.12M | Buy |
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|
2022
Q4 | $5.12M | Buy |
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|
2022
Q3 | $819K | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $813K | Buy |
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|
2021
Q4 | $852K | Buy |
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